Law Enforcement
You have high expectations and deserve top-quality advice from trusted professionals. We have developed a niche advising active and recently retired LEOs on how to structure their finances. With a deep heartfelt understanding of your distinctive career, you can depend on us to guide you in making prudent choices with your money. We work with you to learn about your situation and identify your dreams and goals to help make them a reality, so you can take care of yourself and your family.
Services Include:
- The DROP Program
- Deferred Comp 457 or Thrift Savings Plan (TSP) investments
- Wealth & Investment Management
- Education Planning
- Insurance Analysis
- Multigenerational Planning
- Social Security Analysis
- Retirement Planning
Military
We know military life brings demands and challenges. Military and Veteran families deserve access to genuine, personalized, fiduciary financial advice. Well-versed with the specific challenges you face as a military member on Active Duty, Reserve Component, or a Veteran, we are committed to guiding military families to be more financially disciplined and confident. We pride ourselves on helping you become financially sound in all seasons of life, from starting your military career to retirement and beyond.
Services Include:
- Financial Planning
- Wealth & Investment Management
- Insurance Analysis
- Retirement Planning
- Estate Planning
First Responders
The demands on today’s first responders are tremendous. The physical work, lack of consistent sleep, and mental toughness require a daily commitment. Because of these conditions, many first responders retire earlier than the general public. We understand your financial challenges and are here to serve you, who have selflessly served others.
Services Include:
- Insurance Analysis
- Wealth & Investment Management
- Education Planning
- Multigenerational Planning
- Retirement Planning
- Social Security Analysis
City and Federal Employees
City and federal employees have individual needs based on their financial situations. Early planning, a complete understanding of your retirement plan, and navigating these waters with a sound financial advisor can keep you on track to have the lifestyle you desire. The earlier you understand the specifics of your retirement plan, the greater your ability to make fact-based decisions that affect your life as you work and build your retirement.
Services Include:
- Financial Planning
- Wealth & Investment Management
- Insurance Analysis
- Social Security Analysis
- Estate Planning
